6 Mar 2019
Financial services regulation continues to present major compliance challenges and business opportunities for advice firms. Suitability reports are one of these challenges that financial planning tools can help with.
The right financial planning software supports adviser firms in their entire financial planning process – from risk profiling to fund research. It allows them to save time and focus on what they do best, advising their clients.
Defaqto is constantly investing in its Engage Core proposition, its new suite of suitability reports are there to help firms meet their regulatory obligations, whilst remaining in one workflow.